Roger Sutherland

Education

Qualified Financial Planner (Dip Bus Stud Fin Plan), (CFP)

Position

Director, Grant Thornton Wealth Management Limited

Professional

Authorised financial advisor (AFA)
Member IFA (Institute of Financial Advisers)

Roger is a Director and leader of the Wealth Management division, which provides a complete range of financial services. He works closely with his clients and their professionals to ensure a proactive and efficient approach at all times.

Roger has over 33 years experience in the financial services industry, including some time spent with the Public Trust Office, Perpetual Trustees and AMP, where he was a Senior Technical Adviser specialising in investment and business risk management advice.

Roger leads a team that provides a full range of personal financial advice and investment planning services for clients which include business owners as well as individuals. He works together with them to develop financial strategies that complement their lifestyle and retirement goals. As a basis for this he examines clients' individual situations to uncover unique issues and tailor solutions to meet their personal needs.

As an authorised financial advisor, Roger can offer the following services:

• Financial planning
• Advice on structuring your investments for tax efficiency
• Advice on wealth creation and cashflow management issues
• Advice on investment planning and strategies to help you achieve your financial goals.
• Kiwisaver options
• Individually tailored investment portfolio construction
• Regular portfolio reviews      
• Administration of and reporting on your investments including performance and asset allocation positions

Grant Thornton Wealth Management draws upon the specialist knowledge and skills both from within Grant Thornton New Zealand as well our external networks, to deliver a comprehensive range of services that puts our clients in control of their financial future. Our integrated services allow us to provide a level of advice and service well above that of many stand-alone financial planners.

Roger also has a special interest in Socially Responsible Investing (SRI). SRI concerns itself with integrating personal values and societal concerns with investment decisions. It strives to consider both the investor's financial needs and an investment's impact on society. With SRI, you can put your money to work to build a better tomorrow while earning competitive returns today.

Outside interests

Roger enjoys mountain biking and waterskiing.